Browsing Tag


Work It

Ok, time for some tough love. You are not living up to your potential. Admit it. Look at your calendar and then look in the mirror. How many days did you spend eight hours face to face with clients last week?  Bet you the

If, Then

Computer programming is built around a simple statement based in Boolean logic: if x, then y. So simple, so elegant, and so powerful that you should adopt it in your financial advisory practice to get many more introductions and drive your…

Flip The Switch

How would you like to increase your sales activity and production with the flip of a switch? Sounds too good to be true? It’s not, but you have to flip the right switch for it to happen. Our brains are made up of billions of…